In episode 6, Luke talks about self-experimentation and vows to take cold showers for two weeks to improve his mental acuity; we discuss the FTX saga and whether there’s psychopathy involved, or whether SBF was just a really good poker player; Coinbase as in investment: insane or visionary given the crypto detritus? Krzysztof meanwhile displays his unapologetic nerd tendencies by talking way too much about thermodynamics, Einstein and his refrigerator, and whether we need to understand the core foundations of what we invest in, like transistors in the semiconductor industry—plus the complexities of Extreme Ultra Violet light, $ASML, Chinese & Taiwanese geopolitics, and all kinds of new fun we’re having with AI and chatGPT. Meanwhile, Luke patiently refrains from giving Krzysztof a wedgie. We also address a subscriber’s question about risk and risk management and whether it’s a good idea to discuss portfolios with one’s spouse.

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